Loan Preparation Specialist I/II/III

Trustmark Bank; Pearl (MS); On-site; USD 42,000 - 54,000; Full time

Job summary

Trustmark Bank is seeking a detail-oriented documents specialist to prepare accurate loan, security, and compliance documents for one or more market areas. You will interpret loan applications, gather missing data, and utilize Laser Pro and Word to finalize documents and deliver complete loan packages to lenders via email or DocuSign.

The role requires 1 year of experience in commercial or consumer collateral and loan compliance, plus strong communication, organizational, and time-management

Qualifications

• Two-year college or equivalent education or job-related experience.
• At least 1 year experience in commercial or consumer collateral, security, and lien perfection requirements.
• At least 1 year experience in loan compliance regulations.
• Time management to prioritize workload.
• Strong communication/interpersonal skills.
• Organizational skills.
• Detail oriented.
• Computer skills: Word/Excel and E-Mail/Internet.
• Customer service.
• Effective analytical skills.
• Ability to use sound judgment.

Responsibilities

• Examine loan applications and source documents for completeness and accuracy for proper categorization and document preparation.
• Identify missing information needed to prepare loan and request it from the lender.
• Use image system and collateral folder to obtain additional information for loan preparation.
• Prepare loan, security, and compliance documents and related correspondence within set time frames; deliver complete loan package to lender via email or DocuSign.
• Perform additional duties as assigned.

Skills

Attention to detail

Time management

Strong communication

Organizational skills

Customer service

Analytical skills

Sound judgment

Education

Two-year college or equivalent

Tools

Word/Excel

E-mail and Internet

Job description

Overview

The purpose of this job is to prepare accurate and complete loan, security, and compliance documents and related correspondence for the less complex commercial OR consumer loans in accordance with the application, legal and compliance requirements, and bank policy and procedures. This job requires the ability to proficiently prepare documents for one or more market areas.

Responsibilities

• Examine and interpret loan applications and other source documents for completeness and accuracy of data essential for appropriate categorization of loan transaction and document preparation
• Identify missing or incomplete information necessary to prepare loan and request needed information from lender
• Utilize image system and/or the collateral folder to obtain additional information needed for loan preparation
• Prepare loan, security, and compliance documents and related correspondence within established time frames based on application and supporting source documents by utilizing Laser Pro automated document preparation system and Word application and deliver complete loan package to lender for closing utilizing email or DocuSign
• Perform additional duties as assigned.

Qualifications

• Junior college/two one years college training or equivalent job-related experience.
• At least 1 year experience in commercial OR consumer collateral, security, and lien perfection requirements for one or more of the bank’s market areas
• At least 1 year experience in loan compliance regulations
• Time management principles to prioritize workload
• Strong communication/interpersonal skills
• Organizational skills
• Detail oriented
• Computer skills
  • Word/Excel
  • E-Mail and Internet
• Customer service
• Effective analytical skills
• Ability to use sound judgment

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.